Executive Financial Planning Group Inc

Executive Financial Planning Group Inc is a financial planner in Indianapolis, IN, located at 3515 E 96th St. The firm provides tailored financial plans for individuals, families, business owners, corporate executives, and nonprofits. Services include investment management and corporate retirement planning.

The practice operates as a planning-based firm that utilizes a multi-step process to build financial strategies. This process begins with an initial phase to understand a client's family, goals, concerns, investment status, and future income needs. The firm coordinates with other professional advisors, such as accountants and attorneys, to build cohesive plans. Following the initial assessment, the team analyzes information to design recommendations, which are then presented to the client for review. Once a strategy is approved, the firm handles the implementation, including the selection of account types and investment products. The final stage involves continuous management, which includes periodic reviews, reporting of account activity, and portfolio rebalancing to align with client objectives.

Executive Financial Planning Group Inc holds a 5.00 rating from customers who have reviewed the business. The firm's team includes advisors recognized in the Forbes Best-In-State Women Wealth Advisors ranking developed by SHOOK Research.

The firm sits on East 96th Street, near the intersection with Keystone Parkway and North Keystone Avenue. It is located about half a mile from East Asia Market and Lighthouse Tabernacle.

BizScoreAI awards the business a 100 out of 100 for Content score, reflecting substantial and relevant website content that search engines reward with better visibility. The business receives a 75 out of 100 for Authority score.

Services:

• Business Planning
• Corporate Retirement Plans Consulting
• Education Planning
• Financial Planning
• Sustainable Investing